DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Richard Andrew Hillsbery
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
At current firm
14 y
since May 22, 2012
In the industry
20 y
since Jan 30, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Valmark Advisers, Inc. BD affiliated currentsince May 22, 2012 · San Jose, Ca
- Sdm Advisors, LLC formerApr 25, 2014 to Jan 7, 2020 · San Francisco, Ca
- Bpm Advisors, Inc. formerJul 31, 2012 to Dec 12, 2012 · Palo Alto, Ca
- Vista Wealth Management, LLC formerApr 15, 2009 to Feb 1, 2012 · Palo Alto, Ca
- Bpm Wealth Management, LLC unclassifiedJan 31, 2006 to Mar 6, 2009 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Sdm Advisors, LLC to no registered destinationleft Jan 7, 2020 · Departure, no registered destination
- Bpm Advisors, Inc. to Sdm Advisors, LLCleft Dec 12, 2012, registered Apr 25, 2014 (499 days) · Other
- Vista Wealth Management, LLC to Valmark Advisers, Inc.left Feb 1, 2012, registered May 22, 2012 (111 days) · Other
- Bpm Wealth Management, LLC to Vista Wealth Management, LLCleft Mar 6, 2009, registered Apr 15, 2009 (40 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address